Asset management

Marriage contracts protect assets

If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.

May 6, 2013

3 min read

Industry

New methods for asset allocation

When you have a 60/40 allocation, your risk is actually 90/10.

By Melissa Shin |April 1, 2013

3 min read

Estate Planning

Transferring estate freeze assets

Pros and cons of transferring company shares.

By Caroline Rheaume |September 25, 2012

3 min read

Estate Planning

Passing down patents

Assets such as trademarks and patents can hold considerable value. Protecting your ownership of intellectual property can ensure your successor’s competitive edge.

By Patricia Harris |September 24, 2012

2 min read

Market Insights

Push for proper asset allocation: Hughes

Advisors should look for portfolio managers who are asset allocators in light of today's global economy, says Christine Hughes of OtterWood Capital Management.

By Suzanne Sharma |September 13, 2012

2 min read

Estate Planning

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.

By Philip Porado |July 20, 2012

2 min read

Estate Planning

Can clients trust their heirs?

Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets

By Paul Gibney and Brent Pidborochynski |July 19, 2012

4 min read

Estate Planning

Hiring an executor

Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate

By James Dolan |July 17, 2012

4 min read

Industry

Opportunities in the sideways market

There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message Kim Shannon, president and chief investment officer of Sionna Investment Managers, presented at the firm’s Financial Market Review in Toronto yesterday.

By Brooke Smith |May 7, 2012

4 min read

Industry

Active management beats index in Q1

The first quarter of 2012 was a good one for active managers in the large cap Canadian equity space, as two-thirds beat the S&P/TSX Composite Index, according to the Russell Active Manager Report. That’s actually a decline from the final quarter of 2011, though, when a 76% beat the index.

By Staff |May 2, 2012

3 min read

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